Banking Services

Ulin & Co. Wealth Management, powered by LPL Financial, specializes in establishing and running independent investment programs for community banks and credit unions in South Florida.

Working with our firm and LPL Financial provides your clients the best of both worlds; convenient banking and investment services from your trusted local institution. We can provide co-branded turn-key marketing material for the distribution of financial products and services exclusive to your financial institution. .

“LPL Financial is the #1 third‐party Broker/Dealer in the institution space investment industry.”

One would have to combine several of our closest competitors to even compare to the size and scope of LPL Financial. To say our business model, value proposition, technology and expertise are unmatched would be an understatement.  *Source:  Bank Investment Consultants; Tiburon Strategic Advisors. Based on number of Bank Reps. (4/13)

LPL Financial has been a cornerstone in the bank and credit union market dating back to the early 1980’s. Today, of the nearly 3,000 banks and credit unions offering investment services, LPL Financial acts as the broker/dealer for over 700 of those institutions. The closest competitor to LPL Financial has less than 500.

A great number of institutions are seeking to utilize the offering of investment services as a great tool for creating non-interest income. There are many reasons why this is an excellent option to explore including:

•Comprehensive client financial services leads to advisor recommendations that short-term goals be maintained in your Financial Institution products, while long-term goals be addressed with investment options having greater capital appreciation potential.

•If you don’t satisfy the customers’ investment needs, they may eventually take the relationship somewhere else. Programs like this with strong cross-branding create satisfied customers whose needs are being met, and who will bring more money back into the Financial Institution down the road.

Contact us today or call us at (561) 210-7887 to set up a complementary consultation to set up a no-obligation consultation and to learn more on how working with our firm can add turn-key, integrated investment services, along with the branding of LPL Financial, down to your clients.

Our FAQ’s

About Us (Welcome!)

Our Team

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Your Team

Ulin & Co. is an affiliate of Independent Financial Partners (IFP) and aligned with LPL Financial, the nation’s largest independent broker-dealer.* As an independent SEC-Registered Investment Advisor, Ulin & Co. takes great pride in working free from proprietary products, sales goals or conflicts of interest. 

Established in 2002, our firm provides sophisticated investment management, wealth counseling , retirement and financial planning services to affluent families, individuals and retirees in Southern Florida.

Ulin & Co: Modern Investing, Traditional Approach 

-National Independent Broker-Dealer Access? YES! √
-SEC Registered Investment Advisor Firm? YES! √
-Recognized CFP® professional? YES! √
-Fee-Based Portfolio Management? YES! √
-Retirement Income Planning? YES! √
-Diligent Research? YES! √
-Concierge Service? YES! √
-Fiduciary Focus? YES! √
-Clear Reporting? YES! √
-Genuine Approach? Absolutely!!

In today’s challenging post-recession economy, clients engage our firm because they expect nothing less than sound investment expertise, knowledgeable retirement counseling and exceptional service, every step of the way. 

We are located at 1200 N. Federal Highway, Ste: 200, Boca Raton, Florida 33432.

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About LPL Financial (Broker-Dealer Video)